See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,232 | $100,852+66.8% | $90,404+86.1% | $158,922+5.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 9.48% | 1724.20%-1714.7pp | 1293.02%-1283.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,835 | $3,689-23.1% | $3,262-13.1% | $4,761-40.5% |
| Participant deferral / active EE | $7,633 | $4,348+75.6% | $3,963+92.6% | $5,982+27.6% |
| Admin fee / account holder | $10,131 | $6,501+55.8% | $5,611+80.6% | $11,246-9.9% |